DuPont de Nemours, IncNYSE: DD
Materials · Specialty Chemicals
$46.29
+1.38%
Vol: 2.4M
Research Digest
Friday, May 1, 2026
DuPont completes Aramids divestiture; stock upgraded to Overweight with KeyBanc boost
DuPont completed sale of Aramids business (Kevlar, Nomex) to Arclin in April 2026. Stock up 2.38% following KeyBanc upgrade to Overweight. Expanding bioprocessing and water treatment with new chromatography resins and reverse-osmosis membranes. Quarterly dividend $0.20/share. Trading 27.8% below fair value estimate with 24.58% forecasted earnings growth.
Previous Market Intelligence
13 daysApr 30DuPont completed Aramids business divestiture to Arclin on April 1, 2026 and is seeking shareholder approval for reverse stock split in strategic repositioning.Positive▶
DuPont completed divestiture of Aramids business (Kevlar and Nomex) to Arclin on April 1, 2026. The company is seeking stockholder approval for reverse stock split amendment announced in March 2026. DuPont is expanding product offerings in bioprocessing and water treatment with new chromatography resins and reverse-osmosis membranes. The Board declared quarterly dividend of $0.20 per share. According to 14 analysts, average rating is Buy with 12-month price target of $62.07 (37.81% upside). The company operates in Healthcare & Water Technologies and Diversified Industrials segments.
Apr 29DuPont upgraded to Overweight by KeyBanc Capital Markets and expands water treatment product offerings with new chromatography resins.Positive▶
DuPont was upgraded to Overweight by KeyBanc Capital Markets, with stock rising 2.38% to $61.54. The company is expanding product offerings in bioprocessing and water treatment, launching new chromatography resins and reverse-osmosis membranes. DuPont continues advancing sustainability initiatives targeting 2035 goals. Stock currently trades at $46.68 with market cap of $19.3B. Reverse stock split proposed in March 2026.
Apr 16DuPont upgraded to Overweight by KeyBanc; stock rises 2.38% on analyst bullish sentiment and $62.07 price target.Positive▶
DuPont de Nemours received an Overweight upgrade from KeyBanc, causing stock to rise 2.38% to $61.54. Company declared a regular quarterly dividend of $0.20 per share payable May 29, 2026 to holders of record May 15, 2026. According to 14 analysts, average rating for DD stock is Buy with 12-month price target of $62.07, representing 37.81% upside from current price. Arclin completed acquisition of DuPont Aramids business including Kevlar and Nomex brands. DuPont faces a double-digit EPS decline in Q1 2026, with analysts projecting EPS of $0.49, down 52.4% from $1.03 in year-ago quarter. Company is proposing a reverse stock split announced in March 2026.
Apr 15DuPont plans reverse stock split (1-for-2 to 1-for-4) seeking stockholder approval at May 21 annual meeting.Neutral▶
DuPont announced plans for a reverse stock split at a ratio between 1-for-2 and 1-for-4 at its May 21 Annual Meeting. Completed divestiture of its Aramids business. Citi lowered price target from $59 to $56 while maintaining Buy. KeyBanc upgraded to Overweight resulting in a 2.38% stock surge.
Apr 14BMO Capital raises DuPont price target to $60 with Outperform rating; completed Aramids business divestiture.Positive▶
BMO Capital boosted target from $25.10 to $60.00 on April 13 maintaining Outperform, driving 2.38% stock gain. Completed Aramids business divestiture April 1 for focused positioning on water solutions and sustainable packaging. FY2026 EPS projected $2.30 (up 36.9%). Guidance of $7.0-7.1B net sales.
Apr 13DuPont completed $1.8B Aramids business divestiture on April 1 and announced new ultrafiltration modules for water solutions.Positive▶
DuPont completed the sale of its Aramids business (Kevlar and Nomex) to Arclin on April 1, generating $1.2B in cash, a $300M note, and a minority equity stake valued at $325M. Also announced new Inge ultrafiltration modules. KeyBanc upgraded DD to Overweight. Analysts rate Buy with average PT of $62.07 (37.81% upside).
Apr 10DuPont Completes $1.8B Aramids Sale; Launches Water Treatment ProductsPositive▶
Completed Aramids (Kevlar/Nomex) sale to Arclin for $1.2B cash + $300M note + $325M equity. New product launches drove 5.1% stock surge.
Apr 9DuPont surges 5.1% on ultrafiltration module launch; Aramids business divestedPositive▶
DuPont surged 5.1% after launching new ultrafiltration modules and water treatment solutions, outperforming sector and S&P 500. Company completed Aramids (Kevlar, Nomex) divestiture to Arclin in April 2026. Announced reverse stock split proposal for May 21 shareholder vote. Stock at $45.53 with 11.4% YTD and 101.5% 1-year gains. Analyst consensus "Buy" at $62.07 target (37.8% upside).
Apr 8DuPont announces new Inge ultrafiltration modules April 7; completed $1.8B Aramids sale to Arclin.Positive▶
DuPont launched Inge ultrafiltration modules April 7. Completed Aramids divestiture (Kevlar/Nomex) to Arclin April 1. Stock $45.53. Buy consensus $62.07.
Apr 7DuPont Completes Aramids Divestiture and Proposes Reverse Stock SplitPositive▶
DuPont completed sale of Aramids business (Kevlar, Nomex) to Arclin for ~$1.8B to refocus on advanced technologies, particularly water treatment. Announced reverse stock split proposal (1-for-2 to 1-for-4) to be voted at Annual Meeting May 21, 2026. Recently launched FilmTec MXP RO-8038-FF reverse osmosis element. Q4 2025 EPS $0.46. Average analyst rating "Buy" with price target $62.07.
Apr 6DuPont completes $1.8B Aramids divestiture to Arclin, pursues strategic focus on water technologiesNeutral▶
DuPont de Nemours completed the divestiture of its Aramids business (Kevlar and Nomex) to Arclin for approximately $1.8 billion on April 1, 2026, marking a strategic refocus on advanced technologies, particularly water treatment. The company is proposing a reverse stock split and declared a quarterly dividend of $0.20 per share. Despite a 1.58% decline in the past 24 hours, the stock has gained 11.3% over three months. According to 14 analysts, the average rating is Buy with a 12-month price target of $62.07, representing 36.48% upside potential. KeyBanc recently upgraded to Overweight.
Apr 3DuPont announces reverse stock split proposal (1-for-2 to 1-for-4) and KeyBanc upgrades to Overweight amid new product launches.Positive▶
DuPont received an upgrade to Overweight by KeyBanc, stock rising 2.38% to $61.54. Announced plans for reverse stock split at 1-for-2 to 1-for-4 ratio, to be voted May 21. Recent product launches include FilmTec MXP RO element for dairy and Tyvek APX garment fabric. Consensus Buy with $62.07 target.
Apr 2DuPont completes $1.8B Aramids business sale; proposes reverse stock split for April shareholder vote.Positive▶
DuPont completed the sale of its Aramids business (Kevlar/Nomex) to Arclin-affiliated entities for $1.8 billion and the spinoff of Electronics into Qnity Electronics. The company is proposing a reverse stock split for shareholder approval in April 2026. Stock rose 2.38% to $61.54 after KeyBanc upgraded to 'Overweight'. DD recorded flat Q4 sales due to weak construction activity. Analysts rate DD as 'Buy' with 12-month target of $62.07 (43.45% upside). Board declared $0.20/share quarterly dividend.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SHWSHERWIN | $317.83 | -1.18% | +1.6% | 24.2x | 1.27 | $79.3B |
| ECLECOLAB | $259.78 | -0.31% | -2.4% | 27.2x | 1.02 | $73.6B |
| PPGPPG | $107.42 | -1.00% | +4.5% | 12.4x | 1.16 | $24.3B |
| LYBLYONDELLBASELL | $74.91 | +0.42% | -5.1% | 13.1x | 0.44 | $24.1B |
| ALBALBEMARLE | $193.55 | -1.60% | +13.7% | 21.8x | 1.43 | $23.2B |
| DDDUPONT | $46.29 | +1.38% | +0.2% | 17.9x | 1.12 | $18.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.